Templates and Checklists
Start from what works, and never forget a step
Pick a template such as Client onboarding or Website launch, or save a project of your own as one. It brings its lists, tasks, documents and fields, and due dates move to your start date. Inside a task, a checklist holds the small steps, with nested items, people and dates.
Start from a template with lists, tasks and documents.
What is templates and checklists?
A template saves you from setting up the same work twice. A checklist is for steps too small to be tasks, but too important to forget.
How to use a template
Use one, or make your own.
- 1
Open Templates
Choose New, then Template, and filter by projects or tasks.
- 2
Use it
Pick a template, see what it brings and create your project or task from it.
- 3
Save your own
When a project works well, save it as a template for yourself or your team.
Who uses templates and checklists?
Client onboarding
Every new client starts with the same lists, tasks and brief, with dates set from the kickoff.
A release checklist
Each release task carries the same steps, with the right person on each one.
Capabilities at a glance
- Ready templates, plus your own and your team's
- Lists, tasks, documents and fields come along
- Nested checklist items with people and progress
- Turn an item into a subtask in one click
Frequently asked questions
How many templates can I save?
Can checklists be nested?
Is a checklist different from subtasks?
Related features
Ready to try Templates and Checklists?
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